Advancing Your Users through Canvas Steps

Braze’s Advancement Behavior feature allows you to choose the criteria for advancement through your Canvas step.

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When Message Sent is selected, customers will only be advanced to subsequent Canvas steps when one of the following conditions occur:

  • An email message is sent
  • A push message is sent
  • A webhook is sent
  • An in-app message is viewed

When Immediately Advance Audience is selected, customers will be advanced to subsequent Canvas steps when one of the following conditions occur:

  • Any message is sent or the in-app message in the step becomes live
  • The webhook is not sent because the webhook errors
  • A push or email is not sent because the user is not reachable by push or email
  • A message is not sent because it is frequency capped
  • A message is not sent because it is aborted

For action-based steps, users must perform the trigger action and meet the audience options in order to be advanced through the step. If the step has an exception event, users who perform the exception event will not be advanced through the step.

When sending a multichannel step with intelligent delivery, we may send or attempt to send messages at different times for different channels. Braze will Auto-Advance users at the time that the first message in a step attempts to send.

Using Canvas Advancement

Advancement works well when subsequent messaging relates to the previous messages. For example, you wouldn’t want to send a follow up push about an email that was never sent to users.

There may be times when you want users to continue to advance through a Canvas even when they do not receive a certain message. For example, you might have a “Welcome” push on Day 3 and a “Welcome” email on Day 6. Some of your users may not be reachable via push notifications, as not everyone opts into receive push messages. You may want to send the Day 6 email to all users, even if they weren’t sent the Day 3 push.

In this scenario, you can use Braze’s Advancement Behavior options to ensure that users continue down the Canvas, even if they are not sent the Day 3 push.

If you want all users to receive the Day 6 email, even if they didn’t get the Day 3 push you can select Immediately Advance Audience advancement behavior for the Day 3 push.

When you select Immediately Advance Audience advancement behavior for the Day 3 push, users will advance when Braze attempts to send the push. Users who match the audience options and who are not reachable via push will not be sent the push, but will be advanced anyway.

Previous Canvas Advancement Behavior

Prior to the release of Advancement Behavior, Braze advanced users through a Canvas step once they’d been sent a message from that step. For example, if a Canvas step included an email and a push, users would not advance to the next steps of the Canvas until:

  • Braze sent the user the email, or
  • Braze sent the user the push.

If the user wasn’t sent the email or the push, they would not advance to subsequent steps in the Canvas.

Braze customers who did not participate in the first round of the Canvas in-app message beta will have the “Message Sent” Advancement Behavior option applied to all Canvas steps created prior to July 30th, 2019. Prior to the Advancement Behavior release, user advancement occurred when messages were sent from Canvas steps.

Braze customers who did participate in the first round of the Canvas in-app message beta will have the “Message Sent” Advancement Behavior option applied to all Canvas steps without in-app messages created prior to July 30th, 2019 and “Advance Audience After Delay” applied to all Canvas steps with in-app messages created prior to July 30th, 2019. Prior to the release of Advancement Behavior, user advancement occurred when Canvas in-app messages became live.

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